AUMdb

Investment advisers

45,544 firms from SEC Form ADV filings

Advanced market filters Pro · unlock

Profiles and source records remain public on every plan.

Save, monitor & export with Pro
#FirmLocationCategoryAUMClientsAccountsStaffAs ofSave
1951 Complus Asset Management (Uk) Limited CRD 329571 London Private Fund Manager · Mid-sized ($1B–$10B) $5.9B 6 8 5 03/31/2026 ☆
1952 Complus Asset Management Limited CRD 173003 Hong Kong Private Fund Manager · Mid-sized ($1B–$10B) $5.9B 6 8 35 03/31/2026 ☆
1953 Ns Partners Ltd CRD 110625 London Investment Adviser · Mid-sized ($1B–$10B) $5.9B 20 80 21 06/26/2026 ☆
1954 Mainstreet Investment Advisors Llc CRD 146615 Chicago, IL Investment Adviser · Mid-sized ($1B–$10B) $5.9B 58 5,636 26 03/27/2026 ☆
1955 K5 Global Advisor Llc CRD 314373 Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 90 90 13 09/09/2026 ☆
1956 Evanson Financial, Llc CRD 340506 Wealth Manager · Mid-sized ($1B–$10B) $5.8B 980 4,304 6 09/02/2026 ☆
1957 Torchlight Investors, Llc CRD 111289 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 8 8 52 03/27/2026 ☆
1958 Sun Capital Advisors, L.P. CRD 155109 Boca Raton, FL Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 16 16 58 06/23/2026 ☆
1959 Lee Equity Partners, Llc CRD 157422 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 30 30 48 03/31/2026 ☆
1960 The Linonia Partnership Lp CRD 326550 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 3 3 8 07/09/2026 ☆
1961 Gc Wealth Management Ria, Llc CRD 327269 Cambridge, MA Multi-Family Office · Mid-sized ($1B–$10B) $5.8B 247 1,731 44 03/31/2026 ☆
1962 Sabal Investment Advisors, Llc CRD 169572 Irvine, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 7 7 16 03/27/2026 ☆
1963 Axium Infrastructure Us Inc. CRD 168164 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 8 8 17 03/30/2026 ☆
1964 N CRD 111168 Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.8B 7 7 13 06/03/2025 ☆
1965 Saluda Grade Asset Management Llc CRD 304725 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 15 17 51 06/22/2026 ☆
1966 Mirae Asset Global Investments (Usa) Llc CRD 147548 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 45 45 25 05/06/2026 ☆
1967 Millstreet Capital Management Llc CRD 161566 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 2 3 14 03/30/2026 ☆
1968 Mayflower Financial Advisors, Llc CRD 307857 Boston, MA Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.8B 1,225 2,924 33 08/05/2026 ☆
1969 Sym Financial Corporation CRD 107517 Winona Lake, IN Wealth Manager · Mid-sized ($1B–$10B) $5.8B 1,959 6,673 84 10/30/2026 ☆
1970 Prospect Ridge Advisors, Llc CRD 299594 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 30 30 44 03/31/2026 ☆
1971 Fairmount Funds Management Llc CRD 284844 West Conshohocken, PA Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 4 4 30 08/07/2026 ☆
1972 Aetos Alternatives Management, L.P. CRD 116761 New York, NY Institutional / Pension Advisor · Mid-sized ($1B–$10B) $5.8B 104 107 19 03/25/2026 ☆
1973 Stepstone Group Private Debt Llc CRD 323711 La Jolla, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 9 9 0 06/29/2026 ☆
1974 Trium Capital Llp CRD 306112 London Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 31 31 70 03/30/2026 ☆
1975 Chenavari Credit Partners Llp CRD 158713 London Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 28 28 43 03/31/2026 ☆
1976 Moss Adams Wealth Advisors Llc CRD 108917 Bellevue, WA Wealth Manager · Mid-sized ($1B–$10B) $5.8B 1,246 4,790 59 05/28/2026 ☆
1977 Aquamarine Financial (Cayman) Ltd CRD 335337 Grand Cayman Private Fund Manager · Mid-sized ($1B–$10B) $5.8B 7 7 5 09/11/2026 ☆
1978 Buckhead Capital Management, Llc CRD 110707 Atlanta, GA Investment Adviser · Mid-sized ($1B–$10B) $5.8B 203 365 13 03/31/2026 ☆
1979 Obra Capital Management, Llc. CRD 155231 New York, NY Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 64 64 132 09/23/2026 ☆
1980 Solamere Capital, Llc CRD 156902 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 29 29 12 07/07/2026 ☆
1981 Lasalle St. Investment Advisors, L.L.C. CRD 109701 Elmhurst, IL Wealth Manager · Mid-sized ($1B–$10B) $5.7B 14,284 14,284 155 07/29/2026 ☆
1982 Oasis Investment Strategies Llc CRD 152957 Chicago, IL Investment Adviser · Mid-sized ($1B–$10B) $5.7B 4 4 10 08/07/2026 ☆
1983 Becker Capital Management Inc CRD 110489 Portland, OR Wealth Manager · Mid-sized ($1B–$10B) $5.7B 841 2,085 42 03/31/2026 ☆
1984 Dalton Investments, Inc. CRD 308609 El Segundo, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 40 40 46 03/30/2026 ☆
1985 Leadenhall Capital Partners Llp CRD 282820 London Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 20 20 35 03/25/2026 ☆
1986 Longpoint Partners Lp CRD 283800 Boston, MA Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 11 11 35 03/31/2026 ☆
1987 Acadian Asset Management (Australia) Limited CRD 322795 Sydney , Nsw Investment Adviser · Mid-sized ($1B–$10B) $5.7B 13 13 19 03/27/2026 ☆
1988 Gladstone Institutional Advisory Llc CRD 250787 Palm Beach Gardens, FL Wealth Manager · Mid-sized ($1B–$10B) $5.7B 8,385 18,794 186 10/27/2026 ☆
1989 Dynamic Beta Investments Llc CRD 164972 Greenwich, CT Mutual Fund / Asset Manager · Mid-sized ($1B–$10B) $5.7B 7 7 7 03/27/2026 ☆
1990 N CRD 314889 Wealth Manager · Mid-sized ($1B–$10B) $5.7B 1,504 2,768 14 05/28/2025 ☆
1991 Cortland Investment Management, Llc CRD 299369 Atlanta, GA Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 8 8 91 03/31/2026 ☆
1992 Metis Global Partners, Llc CRD 167276 San Diego, CA Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 18 23 11 05/13/2026 ☆
1993 Klingman And Associates, Llc CRD 125618 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $5.7B 709 3,532 25 05/01/2026 ☆
1994 Altarock Partners Lp CRD 161005 West Palm Beach, FL Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 2 2 7 04/24/2026 ☆
1995 Tfo Wealth Partners, Llc CRD 124407 Maumee, OH Wealth Manager · Mid-sized ($1B–$10B) $5.7B 1,986 5,341 67 10/16/2026 ☆
1996 Gallatin Point Capital Llc CRD 287716 Greenwich, CT Private Fund Manager · Mid-sized ($1B–$10B) $5.7B 44 44 23 07/23/2026 ☆
1997 N CRD 287758 Multi-Family Office · Mid-sized ($1B–$10B) $5.6B 340 340 34 05/19/2025 ☆
1998 Sepio Capital, Lp CRD 285645 Salt Lake City, UT Multi-Family Office · Mid-sized ($1B–$10B) $5.6B 295 374 31 04/27/2026 ☆
1999 Brave Warrior Advisors, Llc CRD 108894 New York, NY Wealth Manager · Mid-sized ($1B–$10B) $5.6B 116 288 6 04/06/2026 ☆
2000 Dynamic Advisor Solutions Llc CRD 151367 Phoenix, AZ Wealth Manager · Mid-sized ($1B–$10B) $5.6B 5,634 15,179 130 08/17/2026 ☆